Purchases and Sales Made in Q3 2024 in Vanguard Small Cap ETF (VB)
This table provides information about the institutional ownership of Vanguard Small Cap ETF (VB) during Q3 2024. The information is specifically focused on institutions that hold shares of VANGUARD SMALL-CAP ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
488+ 9.69% |
$105K - $116K
|
5.53K
$1.32M
|
|
Oct 22, 2024
Q3 2024
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
487+ 0.99% |
$105K - $116K
|
49.6K
$11.8M
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
486+ 19.27% |
$104K - $116K
|
3.01K
$716K
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
484+ 76.22% |
$104K - $115K
|
1.12K
$266K
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
480+ 3.57% |
$103K - $114K
|
13.9K
$3.32M
|
|
Nov 07, 2024
Q3 2024
|
Capital City Trust CO
|
BUY
|
- |
480+ 14.48% |
$103K - $114K
|
3.8K
$904K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
478New |
$103K - $114K
|
478
$114K
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
473+ 1.01% |
$102K - $112K
|
47.4K
$11.3M
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
473+ 0.13% |
$102K - $112K
|
375K
$89.4M
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
472+ 2.3% |
$101K - $112K
|
21K
$5M
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
472+ 12.58% |
$101K - $112K
|
4.23K
$1.01M
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
461+ 9.7% |
$99K - $110K
|
5.21K
$1.24M
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
458+ 428.04% |
$98.4K - $109K
|
565
$135K
|
|
Nov 05, 2024
Q3 2024
|
Strategic Equity Management
|
BUY
|
- |
456+ 46.2% |
$97.9K - $108K
|
1.44K
$344K
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
456+ 18.96% |
$97.9K - $108K
|
2.86K
$681K
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
450+ 20.4% |
$96.6K - $107K
|
2.66K
$632K
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
BUY
|
- |
448+ 2.41% |
$96.2K - $106K
|
19.1K
$4.54M
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
447+ 25.73% |
$96K - $106K
|
2.18K
$520K
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
446+ 8.47% |
$95.8K - $106K
|
5.71K
$1.36M
|
|
Nov 08, 2024
Q3 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
443+ 10.84% |
$95.1K - $105K
|
4.53K
$1.08M
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
441+ 5.83% |
$94.7K - $105K
|
8.01K
$1.91M
|
|
Oct 09, 2024
Q3 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
438+ 2.1% |
$94.1K - $104K
|
21.3K
$5.06M
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
429+ 4.93% |
$92.1K - $102K
|
9.13K
$2.17M
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
429+ 2.87% |
$92.1K - $102K
|
15.4K
$3.66M
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
427+ 14.84% |
$91.7K - $102K
|
3.31K
$787K
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
425+ 19.61% |
$91.3K - $101K
|
2.59K
$617K
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
422+ 22.92% |
$90.6K - $100K
|
2.26K
$539K
|
|
Nov 13, 2024
Q3 2024
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
422+ 2.48% |
$90.6K - $100K
|
17.5K
$4.16M
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
420+ 1.03% |
$90.2K - $99.8K
|
41.3K
$9.84M
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
419+ 2.42% |
$90K - $99.6K
|
17.8K
$4.23M
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
406+ 6.45% |
$87.2K - $96.5K
|
6.7K
$1.6M
|
|
Nov 14, 2024
Q3 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
403+ 0.42% |
$86.6K - $95.8K
|
96.3K
$22.9M
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
402+ 37.22% |
$86.3K - $95.6K
|
1.48K
$353K
|
|
Oct 29, 2024
Q3 2024
|
Kearns & Associates LLC
|
BUY
|
- |
398+ 1.02% |
$85.5K - $94.6K
|
39.5K
$9.4M
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
394+ 18.66% |
$84.6K - $93.7K
|
2.51K
$596K
|
|
Oct 09, 2024
Q3 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
391+ 2.53% |
$84K - $92.9K
|
15.8K
$3.77M
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
390+ 2.01% |
$83.8K - $92.7K
|
19.8K
$4.72M
|
|
Nov 04, 2024
Q3 2024
|
Compass Financial Group, Inc.
|
BUY
|
- |
388+ 0.97% |
$83.3K - $92.2K
|
40.6K
$9.66M
|
|
Oct 10, 2024
Q3 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
387+ 1.35% |
$83.1K - $92K
|
29.1K
$6.93M
|
|
Nov 04, 2024
Q3 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
386+ 50.39% |
$82.9K - $91.8K
|
1.15K
$274K
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
384+ 41.03% |
$82.5K - $91.3K
|
1.32K
$314K
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
384+ 1.86% |
$82.5K - $91.3K
|
21.1K
$5.02M
|
|
Oct 24, 2024
Q3 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
377+ 10.23% |
$81K - $89.6K
|
4.06K
$967K
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
BUY
|
- |
377+ 9.15% |
$81K - $89.6K
|
4.5K
$1.07M
|
|
Oct 24, 2024
Q3 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
374+ 5.08% |
$80.3K - $88.9K
|
7.73K
$1.84M
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
372+ 35.33% |
$79.9K - $88.4K
|
1.43K
$339K
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
370+ 5.73% |
$79.5K - $88K
|
6.83K
$1.63M
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
367+ 2.62% |
$78.8K - $87.2K
|
14.4K
$3.42M
|
|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
366+ 6.65% |
$78.6K - $87K
|
5.87K
$1.4M
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
366+ 1.6% |
$78.6K - $87K
|
23.2K
$5.53M
|